Financial Planning Specialist
1 week ago
Financial Planning Specialist at Tomato Pay Inc.
We are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.
Key Responsibilities:
- Evaluate financial risk and use portfolio management software to analyze financial data.
- Collect financial and investment information about companies, stocks, bonds, and other investments.
- Prepare company, industry, and economic outlooks, analytical reports, briefings notes, and correspondence.
- Advise on and participate in the financial aspects of contracts and calls for tender.
- Assist in preparing operating and investment budgets.
- Plan short- and long-term cash flows and assess financial performance.
- Prepare a regular risk profile for debt portfolios.
- Develop risk management plans.
- Variance analysis.
- Perform administrative tasks.
Requirements:
- 1 year to less than 2 years of experience in a related field.
- Strong knowledge of MS Excel.
- Attention to detail.
- Accurate and organized.
Benefits:
- Dental plan.
- Permanent employment.
- 35 to 40 hours per week.
- English language.
-
Financial Planning Specialist
1 week ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAt LEBANC DEVELOPMENT INC., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.The Financial Planning Specialist will be responsible for evaluating financial risk, preparing company and industry...
-
Financial Planning Specialist
2 weeks ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeFinancial Planning SpecialistLEBANC DEVELOPMENT INC. is seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.Key Responsibilities:Evaluate financial risk and develop strategies to mitigate itUse portfolio...
-
Financial Planning Specialist
2 weeks ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeFinancial Planning SpecialistTomato Pay Inc. is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial planning department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...
-
Financial Planning Specialist
7 days ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeFinancial Planning SpecialistAt LEBANC DEVELOPMENT INC., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.Key Responsibilities:Evaluate financial risk and develop strategies to mitigate itUse portfolio...
-
Financial Planning Specialist
2 weeks ago
Markham, Ontario, Canada LSG Partners Full timeJob Title: Financial Planning SpecialistJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at LSG Partners. The successful candidate will be responsible for evaluating financial risk, collecting and analyzing financial and investment information, and providing investment advice to clients.Key Responsibilities:Evaluate...
-
Financial Planning Specialist
2 weeks ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeFinancial Planning SpecialistAt LEBANC DEVELOPMENT INC., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.Key Responsibilities:Evaluate financial risk and develop strategies to mitigate itUse portfolio...
-
Financial Planning Specialist
2 weeks ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAt LEBANC DEVELOPMENT INC., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in finance, with a strong background in financial analysis and planning.The successful candidate will be responsible for evaluating financial risk, using portfolio management...
-
Financial Planning Specialist
2 weeks ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeFinancial Planning SpecialistAt Tomato Pay Inc., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to inform business decisions.Key Responsibilities:Evaluate financial risk and develop strategies to mitigate itUse portfolio management...
-
Financial Planning Specialist
7 days ago
Markham, Ontario, Canada LSG Partners Full timeJob Title: Financial Planning SpecialistJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at LSG Partners. The successful candidate will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...
-
Financial Planning Specialist
1 week ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeJob Title: Financial Planning SpecialistJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. The successful candidate will be responsible for evaluating financial risk, preparing company and industry outlooks, and advising on financial aspects of contracts.Key Responsibilities:Evaluate...
-
Financial Planning Specialist
1 week ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeAt Tomato Pay Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to identify trends and opportunities.The Financial Planning Specialist will be responsible for evaluating financial risk, using portfolio management software,...
-
Financial Planning Specialist
6 days ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeAt Tomato Pay Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.The ideal candidate...
-
Financial Planning Specialist
6 days ago
Markham, Ontario, Canada Cheng-Chung Yu Professional Corporation Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Cheng-Chung Yu Professional Corporation. The successful candidate will be responsible for maintaining accurate financial records, preparing financial reports, and providing financial advice to clients.Key Responsibilities:Maintain and balance various accounts using...
-
Wealth Planning Specialist
3 weeks ago
Markham, Ontario, Canada BMO Financial Group Full time $78,400 - $145,600Job SummaryWe are seeking a highly skilled Wealth Planning Specialist to join our team at BMO Financial Group. As a key member of our Wealth Sales & Service team, you will be responsible for providing specialized wealth planning advice and solutions to High Net Worth / Ultra High Net Worth (HNW/UHNW) clients.Key ResponsibilitiesPartner with Relationship...
-
Wealth Planning Specialist
3 weeks ago
Markham, Ontario, Canada BMO Financial Group Full time $78,400 - $145,600Job SummaryWe are seeking a highly skilled Wealth Planning Specialist to join our team at BMO Financial Group. As a key member of our Wealth Sales & Service team, you will be responsible for providing specialized wealth planning advice and solutions to High Net Worth / Ultra High Net Worth (HNW/UHNW) clients.Key ResponsibilitiesPartner with Relationship...
-
Financial Planning Specialist
2 weeks ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeAt Tomato Pay Inc., we are seeking a skilled Financial Planning Specialist to join our team. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in business, commerce, or a related field. Key responsibilities include evaluating financial risk, using portfolio management software, and preparing company outlooks and analytical...
-
Financial Planning Specialist
2 months ago
Markham, Ontario, Canada LEBANC DEVELOPMENT INC. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at LEBANC DEVELOPMENT INC. as a Financial Analyst.Key ResponsibilitiesEvaluate Financial Risk: Assess and mitigate financial risks associated with investment projects and financial transactions.Portfolio Management: Utilize portfolio management software to analyze...
-
Financial Planning Specialist
1 week ago
Markham, Ontario, Canada LSG Partners Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at LSG Partners. The successful candidate will be responsible for evaluating financial risk, using portfolio management software, and providing investment advice to clients.Key ResponsibilitiesEvaluate financial risk and provide recommendations to clientsUse portfolio...
-
Financial Planning Specialist
1 week ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeAt Tomato Pay Inc., we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.Key...
-
Financial Planning Specialist
6 days ago
Markham, Ontario, Canada Tomato Pay Inc. Full timeAt Tomato Pay Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and be able to analyze financial data to identify trends and opportunities. Key responsibilities will include evaluating financial risk, using portfolio management software, and preparing company...